I have exported the property history of the 'Deal Stage' property. This includes a column for 'Deal Stage Change Date', which is a datetime value. I'm trying to upload this to a new property in HubSpot. However, there is no datetime-type propert read more
I have an important question regarding the HubSpot analytics tools. So basically our Sales agents are divided into multiple teams and we want to give access to Team leads to monitor the Sales Analytics for their respective teams, so they coul read more
We use Invoice Stack (also known as Weave and Blend) to connect our invoices to Xero.
Our company invoices for consulting directly with people and companies. We have built reports to capture end of the month invoice totals in deal read more
Hi All, We're looking for a way to capture the historical value of deals in a report. For us, 'deals' represent investments in our product, so we adjust the deal amount based on whether a client makes an additional investment or a redemption. read more
Does anyone know if it is possible to make a report of de dealstages so we can see which stages contacts are rolled in before they are going to the stage No Match?
Contacts are not going through every stage.
We like to s read more
Does anyone know how I could create a Report that lists the parent companies and then all the child companies underneath that? All I can find is a report that will list the number of child companies with each, but not the names of those. We're c read more
When I go into any given deal I can open up property history that shows every modification that's been made to a given deal, so Hubspot is clearly tracking this data. What I would love is a way to run a report that shows any changes that were made t read more
Hi everyone, New to this community but have been working very closely with Hubspot users over the last few months. We help improve sales forecasting and pipeline management by giving businesses real-time visibility into what's really going on read more
Our company has two separate Sales Pipelines. I'd like to see the combined funnel report in the dashboard so that I'd see the company's total count of deals in each stage on one funnel. Is that possible? At the moment we have starter but might up read more
Hey Guys, I work with a SaaS company based in the security industry. They are rolling out a new product where they want to sell a 5-year license and maybe a 10-year license to their customers. It's standard in that industry. There are two ma read more
I created a dashboard by adding "Custom" reports and choosing the right filters. When we see the visualization, the numbers appear correct but when we click on a particular graph to look at the drill down data, it shows duplicate/multiple entries an read more
Hello All, We are a home builder and have several display homes (show homes) and I'd like to integrate our foot traffic per display home into reporting. I basically would like to determine how much foot traffic we need to obtain a contact per di read more